How does the advisor help clients – Key Takeaways:
Kahn Brothers Advisors LLC is a financial advisory firm that provides expert guidance to help clients make sound financial decisions. With a diverse range of services and a team of experienced advisors, they work alongside clients to create tailored financial plans that align with their specific goals and objectives.
Facts and Insights
Kahn Brothers Advisors LLC has been in business since 1978, with over 40 years of experience in the financial industry. As of December 2020, the firm managed assets worth $2.3 billion for its clientele.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.3 billion | 25 | Over 40 years |
Financial Services Offered
Kahn Brothers Advisors LLC offers a comprehensive range of financial services for individuals, families, and businesses. These include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types:
- High-net-worth individuals
- Retirees
- Families
- Businesses
- Institutions
Fees & Compensation
Kahn Brothers Advisors LLC charges a percentage of assets under management as a fee for their services. The specific fee schedule may vary depending on the type of account and the services provided. They do not receive any commissions or compensation from third-party companies for recommending their products or services.
Background
Kahn Brothers Advisors LLC was founded by brothers Irving and Thomas Kahn in 1978. Since then, the firm has grown to become a highly respected and trusted financial advisory firm in the industry. Their team of experienced advisors has a proven track record of providing expert guidance and personalized solutions to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Kahn Brothers Advisors LLC is required to disclose any potential conflicts of interest to clients. This includes any compensation received from third-party companies, as well as any affiliations with other financial institutions or products. Clients can access this information through the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.